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Cora Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cora Capital Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.44M Sell
35,616
-78
-0.2% -$7.4K 0.96% 20
2026
Q1 		$3.31M Sell
35,694
-827
-2% -$78.5K 1.1% 17
2025
Q4 		$3.44M Sell
36,521
-29
-0.1% -$2.73K 1.34% 17
2025
Q3 		$3.48M Sell
36,550
-1,243
-3% -$116K 1.48% 15
2025
Q2 		$3.55M Sell
37,793
-344
-0.9% -$31.7K 1.58% 14
2025
Q1 		$3.57M Sell
38,137
-505
-1% -$46.5K 1.71% 11
2024
Q4 		$3.43M Sell
38,642
-549
-1% -$50.4K 1.65% 11
2024
Q3 		$3.58M Sell
39,191
-1,524
-4% -$134K 1.76% 14
2024
Q2 		$3.42M Sell
40,715
-1,023
-2% -$84.3K 1.76% 14
2024
Q1 		$3.49M Hold
41,738
– – 1.86% 14
2023
Q4 		$3.26M Sell
41,738
-1,804
-4% -$135K 1.92% 13
2023
Q3 		$3.15M Sell
43,542
-802
-2% -$59.8K 2.12% 13
2023
Q2 		$3.3M Sell
44,344
-254
-0.6% -$18.6K 2.19% 13
2023
Q1 		$3.24M Buy
44,598
+764
+2% +$54.9K 2.42% 12
2022
Q4 		$3.16M Buy
+43,834
New +$3.12M 2.17% 11

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cora Capital Advisors's USMV Position: Q2 2026 in Review

Cora Capital Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.22% in Q2 2026, selling an estimated $7.4K and leaving 35,616 shares worth $3.44M. The position accounts for 0.96% of the portfolio, ranked #20.

Cora Capital Advisors first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.58M in Q3 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Cora Capital Advisors held 35,616 shares of iShares MSCI USA Min Vol Factor ETF worth $3.44M as of Q2 2026.
  • Cora Capital Advisors sold 78 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $7.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.96% of Cora Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • Cora Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Cora Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.58M in Q3 2024.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.